Broker Admin Technology Ltd

The primary function is to develop and sell the Broker Admin Software (BAT) system. I will be working with new & existing clients to enable them to adopt the BAT auto-compliance, Mortgage and Wealth software products as part of the services to the UK financial advice market.

Software Development & Sales

moneyinfo

My role calls for excellent communication and presentation skills, high energy, strong self-discipline as well as sound business understanding of the financial adviser market and the role of technology

Sales Executive

Praemium

Senior Sales Executive at Praemium, my role is to manage all aspects of premiums products sales and implementation to the Financial Services marketplace. Praemium has a range of client centric systems. These are Microsoft based solutions to provide contact management, to manage new business and compliance processes, links to platforms and providers for portfolio valuations and remuneration, case management, sales and marketing, secure document and file handling and to provide excellent Management Information. Our systems produce first class FCA type reports quickly and easily with full drilldown for each section.

A business has to be involving, it has to be fun, and it has to exercise your creative instincts. 
– Richard Branson

And when a business is involving, fun and creative, its people can be too. I love going to work each day knowing that the company I work for is continually looking for creative ways to better serve our clients. It’s a pleasure to devote my energies to spreading the word about products that can tangibly change advice practices for the better, whether it means improving their workflows, reporting, 3rd-party links, MI and even marketing. Whatever the issue, I want to help, because helping is involving, creative and fun!

Senior Sales Executive

MGM Advantage

Business Development Manager

Arthur J. Gallagher & Co.

Client Services

Lutine Assurance Services Limited

Regional investment consultant

Scottish Widows

Branch Support consultant

Standard Life UK

Sales Support

I am a business development executive with over 25 years of work experience in retirement solutions, employee benefits, and software sales. 

In my current role at Broker Admin Technology Ltd, I developed and sold the Broker Admin Software (BAT) system, a suite of products that enable advisers to streamline their compliance, mortgage, and wealth processes. I used my competencies in new business development, communication, presentation, and negotiation to generate leads, close deals, and build long-term relationships with clients. I also collaborated with the software development team to provide feedback, suggestions, and insights from the market. I am passionate about the role of technology in the financial adviser market and the fintech industry, and I strive to contribute to the growth and innovation of this field.

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